Tasks

Manage internal to-do items and work assignments. Tasks can be linked to cases and assigned to team members.

Creating Tasks

Click New Task to create a task with:

• Title – Brief description of what needs to be done
• Description – Detailed instructions or context
• Case – Link to a specific case (optional)
• Assigned To – Team member responsible
• Due Date – When the task should be completed
• Priority – Low, Medium, or High

Task Status

Tasks move through the following statuses:

• To Do – Not yet started
• In Progress – Currently being worked on
• Completed – Done

Task List

The Tasks page shows all tasks across your firm, filterable by status, assignee, and case. Overdue tasks are highlighted for attention.

← Back to Documentation